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Modera Wealth Management’s Pfizer PFE Stock Holding History

Modera Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
50,928
-756
-1% -$19.8K 0.01% 313
2026
Q1 		$1.45M Sell
51,684
-12,532
-20% -$334K 0.02% 291
2025
Q4 		$1.6M Buy
64,216
+3,876
+6% +$97.7K 0.02% 285
2025
Q3 		$1.54M Sell
60,340
-1,753
-3% -$43.3K 0.02% 287
2025
Q2 		$1.51M Sell
62,093
-4,757
-7% -$111K 0.02% 288
2025
Q1 		$1.69M Buy
66,850
+4,414
+7% +$116K 0.02% 261
2024
Q4 		$1.66M Sell
62,436
-363
-0.6% -$9.85K 0.02% 266
2024
Q3 		$1.82M Buy
62,799
+50
+0.1% +$1.46K 0.02% 242
2024
Q2 		$1.76M Sell
62,749
-29,005
-32% -$799K 0.03% 238
2024
Q1 		$2.55M Sell
91,754
-5,315
-5% -$147K 0.04% 206
2023
Q4 		$2.79M Sell
97,069
-23,480
-19% -$710K 0.05% 197
2023
Q3 		$4M Sell
120,549
-6,622
-5% -$234K 0.08% 166
2023
Q2 		$4.66M Buy
127,171
+52,600
+71% +$2.05M 0.08% 158
2023
Q1 		$3.04M Buy
74,571
+172
+0.2% +$7.43K 0.12% 76
2022
Q4 		$3.81M Buy
74,399
+1,166
+2% +$55.9K 0.16% 68
2022
Q3 		$3.21M Sell
73,233
-1,105
-1% -$53.7K 0.16% 68
2022
Q2 		$3.9M Buy
74,338
+81
+0.1% +$4.13K 0.19% 66
2022
Q1 		$3.84M Buy
74,257
+3,314
+5% +$172K 0.17% 70
2021
Q4 		$4.19M Buy
70,943
+979
+1% +$48.5K 0.16% 68
2021
Q3 		$3.01M Buy
69,964
+4,616
+7% +$204K 0.15% 58
2021
Q2 		$2.56M Buy
65,348
+760
+1% +$29.6K 0.14% 61
2021
Q1 		$2.34M Sell
64,588
-2,889
-4% -$103K 0.15% 58
2020
Q4 		$2.48M Buy
67,477
+40,076
+146% +$1.47M 0.2% 51
2020
Q3 		$954K Sell
27,401
-2,791
-9% -$97.9K 0.14% 59
2020
Q2 		$937K Sell
30,192
-1,649
-5% -$56K 0.15% 56
2020
Q1 		$986K Buy
31,841
+447
+1% +$15.2K 0.21% 53
2019
Q4 		$1.17M Sell
31,394
-527
-2% -$18.8K 0.18% 45
2019
Q3 		$1.09M Sell
31,921
-420
-1% -$15.3K 0.18% 47
2019
Q2 		$1.33M Buy
32,341
+2,431
+8% +$96.5K 0.24% 38
2019
Q1 		$1.21M Buy
29,910
+2,525
+9% +$101K 0.23% 41
2018
Q4 		$1.13M Sell
27,385
-1,279
-4% -$53.1K 0.22% 40
2018
Q3 		$1.2M Sell
28,664
-556
-2% -$21.4K 0.24% 39
2018
Q2 		$1.01M Buy
29,220
+1,345
+5% +$46K 0.21% 44
2018
Q1 		$939K Buy
27,875
+1,778
+7% +$61.1K 0.19% 43
2017
Q4 		$897K Buy
26,097
+874
+3% +$29.8K 0.19% 46
2017
Q3 		$854K Sell
25,223
-1,810
-7% -$58.2K 0.19% 44
2017
Q2 		$862K Sell
27,033
-2,121
-7% -$66.9K 0.21% 42
2017
Q1 		$946K Buy
29,154
+5,922
+25% +$187K 0.24% 42
2016
Q4 		$716K Buy
23,232
+147
+0.6% +$4.49K 0.24% 46
2016
Q3 		$742K Buy
23,085
+383
+2% +$12.8K 0.25% 44
2016
Q2 		$758K Buy
22,702
+5,364
+31% +$171K 0.27% 40
2016
Q1 		$488K Buy
17,338
+6,961
+67% +$199K 0.17% 58
2015
Q4 		$318K Sell
10,377
-448
-4% -$14.1K 0.13% 56
2015
Q3 		$323K Buy
10,825
+1,838
+20% +$58.9K 0.13% 54
2015
Q2 		$286K Sell
8,987
-837
-9% -$27.3K 0.11% 60
2015
Q1 		$314K Buy
9,824
+1,532
+18% +$48.7K 0.12% 59
2014
Q4 		$245K Sell
8,292
-943
-10% -$27K 0.1% 72
2014
Q3 		$259K Buy
9,235
+1,270
+16% +$35.6K 0.11% 69
2014
Q2 		$224K Buy
7,965
+88
+1% +$2.51K 0.1% 57
2014
Q1 		$240K Sell
7,877
-1,356
-15% -$40.4K 0.1% 53
2013
Q4 		$268K Buy
9,233
+1,137
+14% +$33.1K 0.1% 73
2013
Q3 		$221K Sell
8,096
-82
-1% -$2.23K 0.11% 51
2013
Q2 		$217K Buy
+8,178
New +$226K 0.11% 49

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modera Wealth Management's PFE Position: Q2 2026 in Review

Modera Wealth Management reduced its Pfizer (PFE) stake by 1.5% in Q2 2026, selling an estimated $19.8K and leaving 50,928 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #313.

Modera Wealth Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.66M in Q2 2023. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Modera Wealth Management held 50,928 shares of Pfizer worth $1.23M as of Q2 2026.
  • Modera Wealth Management sold 756 Pfizer shares in Q2 2026, an estimated $19.8K.
  • Pfizer made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Modera Wealth Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Modera Wealth Management's Pfizer position peaked at $4.66M in Q2 2023.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.